Additional menu

Settings: Affiliates Tab

The “Affiliates” tab is where you will set options that will affect your affiliates registration type and fields as well as the “welcome” page and fraud prevention.

Registration Type

Public – When this option is set to ‘Public' anyone will be able to signup and automatically become an affiliate.

Private – When this option is set to ‘Private' the only way for an affiliate to register will be to have an administrator add them manually. How to Manually add an Affiliate in WordPress.

Application – When this option is set to ‘Application', affiliates will have to fill out an affiliate application before they can become an affiliate. You as an administrator will have to approve each application before the person can become an affiliate. When this is selected new fields will appear. How to Manage Affiliate Application Requests.

Use the sliders to turn on or off each email.

Choosing “Edit” on either one of the email options to expand and then edit the selected email.

Send Affiliate Applied Email – This is the email that goes out to the admin of your site to inform you of all the information regarding a newly applied affiliate

Send Affiliate Approved Email – This is the email that is sent out to the applicant informing them of their approval.

(A full list of email parameters can be found here, Email Parameters-Full List)

Send Test – This will send a test email to the email you have set as your admin email (note: this is used to simply verify if the email is being sent and received, it will not contain any real or custom information)

Reset to Default – This will remove any custom parameters, images, settings you have added, and will set it to the default email.

Application Thank You – This will be the HTML that will be shown to the Affiliate applicant after they submit an application.

Form Fields

Show Address Fields – Select if you want to collect address fields of your affiliates. You can select to get the information at the time of registration, then select if you want it shown on their account page, and finally if it is a required field, meaning they can't register without filling out the information.

Show Tax ID Fields – Select if you want to collect Tax ID fields of your affiliates. You can select to get the information at the time of registration, then select if you want it shown on their account page, and finally if it is a required field, meaning they can't register without filling out the information.

Show Affiliate Agreement on Registration Page – If Selected you will see the “Affiliate Agreement” box appear, here you can either write whatever you want, place some pre-formatted HTML or choose the “Auto-Generate Default Affiliate Agreement” button to have it created for you.

Auto-Generate Default Affiliate Agreement – Selecting this button will trigger a pop-up for you to fill out some basic information.

Company – Your legal company name

Company Nickname – The name you usually call your company

Governing Law – The law which your company abides

Jurisdiction – The region specific laws that apply to your company

Select the “Generate Agreement” button to have it auto fill the Affiliate Agreement field with a pre written agreement that now has your information

Dashboard Welcome Message

This is the customized message your affiliates will see on their Affiliate Dashboard welcome page.

Fraud Prevention

For more information on Fraud Prevention and setup, read more here.

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